Eleven tools, one desk.

Property Search Engine

What is actually in play in this submarket right now?

Where sourcing starts: on-market listings, off-market targets, and whisper deals plotted on a live map beside a scrollable gallery, one selection driving both panes — the cross-checking a desk normally spreads across CoStar, Crexi, and LoopNet, condensed to one canvas. Assets are keyed by folio and priced in the desk's vocabulary: PSF, NNN-equivalent, cap rate. The whisper tier is the point — the deals worth having never hit a portal.

$55Mof tracked inventory on one map

Output → On-market listings, off-market targets, and whisper deals on one canvas — searchable by market, type, and price, with the map and gallery sharing a single selection

Interactive map · Folio-keyed · Whisper inventory · PSF pricing

Property Appraiser Records

What does the county actually say about this parcel?

The official record — ownership, mailing address, assessed value, lot and building detail, sales history — pulled per folio and rendered the way the county renders it, because this is what the desk uses to validate whatever the paid platforms claim. TRIM notices, exemption gaps, and PO-box mailing addresses surface as flags, and every record binds to the folio rather than a synthetic ID, so imports never corrupt hand-entered work.

47 yrsof deed history on one screen

Output → Folio card, assessment roll, and the full deed chain — formatted the way the appraiser formats it, inside your own stack

County ArcGIS · Folio-keyed · Deed chain · Assessment roll

Capitalize Debt Intelligence

Whose loan matures before they want it to?

Tracks commercial loan maturities for the portfolio and for the properties the desk wants to buy. A 4.31% coupon maturing into a 7% market is why an owner suddenly returns calls — the maturity wall says when each submarket moves, and the per-loan countdown rows say what to do this week. Risk tiers are the only color on the page: critical inside 120 days, watch inside twelve months.

$18.3Mmaturing inside 12 months, tracked

Output → A maturity wall by quarter and a countdown per loan — yours and the ones behind deals you want — tiered by how soon it hurts

Loan maturities · Countdown tiers · LTV / DSCR · Refi watch

Contact Finder AI

Who actually owns this, and how do I reach them?

Address or parcel in, verified human out. Resolves the parcel against county data, classifies the owner, and when it is an LLC, recursively walks the state corporate registry — officers that are themselves LLCs get followed up the chain. A three-tier enrichment cascade fills contact details, each tier running only if the last left gaps, and every other officer at the LLC is surfaced too, because the co-owner is often the one who picks up. Results write straight back into the CRM with an outreach color code.

60sper property, down from ~10 minutes

Output → A real human owner with phone and email, written back to the CRM — every hop in the LLC chain citing its registry record

Sunbiz registry · LLC chain · Enrichment cascade · CRM write-back

Whitepages Manual Lookup

Which contact fields still need a human?

Every enrichment step can fail, and failing to a review row is strictly better than writing a wrong contact — a broker will cold-call whatever is in the field. This is that review row, grown into a worksheet: one dossier per principal, verified fields receding into quiet rows, the missing ones loud and carrying the concrete step that fills them — a Whitepages or RocketReach lookup, a reverse-address search, a callback test. Contacts the AI found get confirmed against a second source before they ever enter a campaign; a dossier is done when nothing on the page is dashed.

3 tiersof enrichment run before a human is asked

Output → A dossier per principal with every unverified or missing field flagged, and the exact manual step that fills it

Review queue · Gap flags · Premium lookups · Callback verification

Smartlead Email Outreach

Are the sequences landing, or landing in spam?

Cold outreach to the owners the chain surfaced, and the infrastructure that keeps it out of spam: per-campaign weekly curves for delivered, opened, and replied; a warm-up ramp per mailbox cohort that caps daily sends; and deliverability checks — SPF, DKIM, DMARC alignment, seed-test spam placement, blacklist monitors — with the one degraded domain throttled automatically until its reputation recovers.

58%average open rate, owner-direct plain text

Output → Per-campaign delivery, open, and reply curves, with mailbox warm-up capacity as the ceiling everything obeys

Smartlead · Warm-up ramps · Deliverability · Seed tests

Mailchimp Sync

Who have we met that marketing has never heard of?

Mailchimp is where the branded blasts, newsletters, and listing announcements go out — and this keeps the audience behind them growing and clean. Every night it scans the inboxes for external humans the team has actually corresponded with, parses names and companies out of signatures, and appends the net-new ones, properly tagged, so the right list gets the right message. Email is the only safe dedup key, checked against staging, master, and the uploaded archive; if any of those sources fails to load, the run aborts, because a partial dedup writes duplicates into a client's audience.

Nightlyinbox sweep, deduped three ways

Output → Net-new contacts mined nightly from the inboxes, deduped against staging, master, and archive before a single row is written

Mailchimp · Signature parsing · Three-way dedup · Nightly cron

Marketing Design

Can the flyer go out today instead of Thursday?

A template system for the assets every listing and pitch needs — flyers, offering memorandums, pitch decks, brochures — kept as a governed gallery: each template pre-approved, on-brand, and fillable from the deal record, so nobody ever builds from a blank page. The marketing chore stops being a design cycle and becomes a merge: pick the template, point it at the deal, ship the PDF. Stale templates get flagged for refresh instead of quietly drifting off-brand.

3.2haverage turnaround from record to asset

Output → Flyers, offering memorandums, pitch decks, and brochures filled from the deal record — pre-approved, on-brand, out in hours

Template gallery · OMs & flyers · Brand governance · Deal-record merge

Email Summarization AI

What in my inbox actually needs me today?

Every weekday morning it reads the firm's shared mailboxes, summarizes each thread, and sends one executive digest per person: what needs their action, what they are waiting on from others, one line per conversation. Length is the product — the first version that ran long got ignored, so the digest is capped, clipped deterministically, and triaged before the model ever sees a thread: newsletters and automated blasts never cost a token.

14shared mailboxes read before 7 AM

Output → One digest per person every morning: what needs your action, what you are waiting on, one line per thread

Microsoft Graph · Claude · Morning digest · Action items

Admin Central Hub

Where does the whole book of business actually live?

The home base — a custom internal platform holding the firm's entire book of business: every property tracked with its history and status, comparable sales and lease data for valuations and pitches, building and land records, shared resources, and the team's to-do lists. The pipeline itself used to live in a standalone spreadsheet app with four points of failure; rebuilt as a native module — Sales and Leasing kanban stages, assignable tasks, an aggregated to-do view — with the panel's existing roles and permissions applying automatically.

1backend, where four points of failure used to be

Output → Every property you track, your comps, your records, and the team's to-dos — one native platform, off the spreadsheet for good

Native panel module · Kanban pipeline · Tasks · Sheet migration

Document Storage

Where is the executed PSA — the real one?

One nested tree mapped to how deals actually progress — listing agreements, LOIs, marketing files, financials, diligence, closing — organized by deal and client so every deal files identically and the executed PSA is exactly where the last one was, findable from any device instead of someone's desktop. Each file carries uploader, version, and modification history; defects get flagged in place (a skewed signature-page scan stays loud until counsel re-sends) instead of surfacing at closing.

1,284documents filed the same way, every deal

Output → One tree, one taxonomy — listings, agreements, financials, diligence, closings — with provenance on every file

Deal taxonomy · Version history · Provenance · Defect flags